Incomings: Quotes | Invoices | Customers | Products | Services
All information related to quoting, invoicing and customers
- How do I duplicate an invoice?
- How to change the invoice template when creating a new invoice or quote
- How do I reconcile an underpaid customer invoice that has had commission deducted at the source of the payment?
- Accrual accounting: how to reconcile a sale when using a separating invoicing solution
- How do I add families to my products and services
- Video: Add a new customer
- Video: Add a product or service
- Video: Create a new invoice with Business Finance Assistant
- How can I add my bank details to my invoice templates?
- How I add a unit of measurement?
- How do I create a draft invoice?
- How do you change a 'draft' invoice into a 'finalised' invoice?
- Where can I see all my invoices?
- How can I see what invoices remain unpaid and export them?
- How can I delete or cancel an invoice?
- How can I reverse a deleted invoice?
- Can I edit the invoice numbering?
- How can I get notified of unpaid customer invoices?
- Can I set up recurring invoices?
- How can I set up my invoices to include the VAT% so I can charge the tax to my customers?
- How can I add a description to my invoice
- How do I add a line of text to my invoices?
- How can I add my customer's name AND the name of the company to my invoices?
- How can I email, print or download invoices or sales receipts?
- How do I create a customer credit towards payment of a future invoice?
- How do I create and send a quote?
- What are the different quote statuses?
- Why convert a quote into an invoice?
- How can I edit my customer's details?
- How can I add a customer reference number?